Create Compliant, On-Brand Insurance Content at Scale
Why Insurance Teams Choose Visme
- Clarify Complex Policies with Confidence: Turn claims data, risk assessments, coverage breakdowns into visuals your clients can understand instantly.
- Brand & Asset Management: House every approved brand asset. Disclaimer and policy language, in one secure brand kit, so every agent and regional office stays on-brand.
- Governance & Security: Control who can edit, export, or customize materials. Lock templates, manage permissions, and rely on enterprise-grade security to protect client and policy data.
- Workflow & Collaboration: Assign projects, track updates, and co-create in real time in projects and marketing teams to deliver accurate assets faster.
- Create Client-Ready Content: Empower agents, sales, and training teams to build polished presentations, policy explainers, and claims visuals, without waiting on design or compliance.
Overtake the competition
- Access templates for sales decks, reports, proposals, website graphics, social media posts, and more.
- Send email PDFs or dodge the spam filter by sending content as a published link hosted by Visme with your own custom subdomain.
- Create more engaging content with stock assets, interactive effects, animations, and customizable graphics.
- Understand how viewers are consuming your materials with project analytics.
Make compliance easy
- Create a library of ready-to-use, branded templates from your website or upload existing PowerPoints.
- Save time personalizing client materials at scale with their logo, company name, and other details.
- Update key compliance-related information across all projects at once.
- Control which team members can edit/view designs in the workspace; require project approval before publication.
Empower your team with the right tools
- Support anyone on your team to create content thanks to Visme’s easy-to-use interface.
- Better visualize and present information with diagrams, charts, graphs, and tables.
- Easily import data from Excel or CSV files in seconds or sync live with Google Sheets and Excel Online.
- Get instant visibility to ensure compliance & what your team is working on with user activity logs.
What You Can Create
Why Visme?
Time Savings
Our clients have saved as much as 79% in time (& costs!) to create assets.
Immersive Content
Stand out by adding interactive features without any coding knowledge.
AI Powered
Our tools make it easy to stay on brand, inspired & ahead of the competition.
All-in-one Suite
Visme is a single platform with everything you need to transform your content output.
Consultative Approach
We work proactively to help you achieve your goals with the platform with 24/7 support.
See What Visme Can Do for Your
Insurance Team
Frequently Asked Questions (FAQs)
Insurance teams use Visme to create compliant presentations, client reports, policy summaries, training materials, dashboards, and sales enablement content, all with consistent branding and faster turnaround.
Yes. Visme uses enterprise-grade security with encrypted data at rest and in transit, SSO/SAML support, role-based access, and strict permission controls suitable for regulated teams. However SSO is only available for Enterprise plans with 15 or more users.
Yes. You can lock templates, restrict edits, enforce brand elements, require approvals, and centralize content so every advisor, broker, or regional team stays compliant.
Absolutely. Visme’s Brand Kit and locked templates ensure all presentations and reports follow approved fonts, colors, logos, and layouts, no off-brand decks.
Yes. Visme lets you import data from Excel, CSV and Google Sheets, to build charts, dashboards, and data visualizations that update instantly when your data changes.
Yes. Brokers, agents, and partners can use controlled access links or restricted templates to create compliant, on-brand materials without exposing internal data or design files.
Yes. Visme supports real-time collaboration, commenting, version history, slide assignments, and shared workspaces so training, sales, marketing and compliance can work together seamlessly.
Not at all. Visme is built for non-designers. Drag-and-drop tools, brand kits, AI assistance, and ready-made templates make it easy to create polished insurance content without design training.
Visme supports exports to PDF, PPTX, image files, video, HTML5, and shareable web links. You can also embed content directly into portals, LMS systems, or internal tools.
Yes. Visme offers enterprise workspaces, SSO/SAML, advanced permissions, analytics, centralized branding, and governance features built to support large, distributed insurance teams.